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OPPE vs SPY

Comparison between WISDOMTREE EUROPEAN OPPORTUNITIES FUND (OPPE, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceOPPE has outperformed SPY, delivering a return of +14.4% compared to +12.9%

OPPE vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
OPPE
$289M
Winner
SPY
$795B
Expense Ratio
OPPE
0.58%
Winner
SPY
0.09%
Max Drawdown
Winner
OPPE
39.28%
SPY
56.47%
Sharpe Ratio
Winner
OPPE
1.56
SPY
1.25
5Y Beta
Winner
OPPE
0.73
SPY
1.00
P/E Ratio
OPPE
N/A
SPY
26.08
Forward P/E
OPPE
N/A
SPY
20.91
PEG Ratio
OPPE
N/A
SPY
0.37
5Y Dividends CAGR
Winner
OPPE
16.00%
SPY
6.00%
5Y EPS CAGR
OPPE
N/A
SPY
26.38%
Debt to Equity
OPPE
N/A
SPY
45.86%
P/S Ratio
OPPE
N/A
SPY
3.75
P/B Ratio
OPPE
N/A
SPY
5.57

OPPE vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
OPPE
+3.28%
Winner
SPY
+4.33%
3M
Winner
OPPE
+5.92%
SPY
+3.01%
6M
OPPE
+9.53%
Winner
SPY
+13.01%
1Y
Winner
OPPE
+29.19%
SPY
+20.57%
5Y(CAGR)
Winner
OPPE
+14.41%
SPY
+12.88%
10Y(CAGR)
OPPE
+13.16%
Winner
SPY
+15.34%
Max(CAGR)
Winner
OPPE
+11.58%
SPY
+8.59%

OPPE vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearOPPESPY
2026+18.29%+13.47%
2025+38.89%+18.00%
2024+10.81%+25.59%
2023+16.70%+26.72%
2022-12.53%-18.64%
2021+22.02%+30.52%
2020-4.54%+17.28%
2019+27.80%+31.09%
2018-13.84%-5.24%
2017+19.54%+20.78%
2016+8.87%+13.59%
2015+2.14%+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

OPPE vs SPY Drawdown Comparison

The maximum drawdown for OPPE was -39.28%, occurring on Mar 18, 2020. Recovery took 249 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current OPPE drawdown is -0.76%. The current SPY drawdown is -0.87%.

RankOPPESPY
#1-39.28%
Feb 19, 2020 - Feb 12, 2021
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-24.53%
Jan 4, 2022 - Nov 29, 2023
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-20.65%
Jan 22, 2018 - Oct 25, 2019
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-19.64%
Apr 15, 2015 - Dec 15, 2016
-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-15.04%
Mar 19, 2025 - May 2, 2025
-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-9.08%
May 31, 2024 - Jan 17, 2025
-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-8.83%
Feb 25, 2026 - Apr 8, 2026
-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-5.39%
Nov 16, 2021 - Jan 4, 2022
-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-4.63%
Nov 12, 2025 - Dec 11, 2025
-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-4.60%
Sep 1, 2021 - Nov 3, 2021
-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-4.46%
Jul 23, 2025 - Aug 22, 2025
-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-4.05%
Jun 2, 2017 - Sep 20, 2017
-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-4.02%
Jan 2, 2020 - Feb 11, 2020
-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-3.98%
May 6, 2026 - May 26, 2026
-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-3.95%
Nov 1, 2017 - Jan 3, 2018
-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between OPPE and SPY is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97
-101

Dividend Comparison (1999 - 2026)

OPPE vs SPY dividend yield comparison.

YearOPPESPY
20262.11%0.48%
20252.95%1.07%
20243.99%1.21%
20233.53%1.40%
20225.13%1.65%
20212.39%1.20%
20203.42%1.52%
20193.08%1.75%
20182.34%2.04%
20171.46%1.80%
20162.60%2.03%
20154.39%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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